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Time Off Balance Import Layout for Core HR.

The layout below can be used to import Time Off Balances into Core HR.

Location of Data within Core HR

The data can be found from the Time Off Tracking page for Core HR.

General Information on Importing

For general information on importing data, refer to the following dedicated article that details how to import a file, supported formats, and other related information.

Import Layout

When creating your import file, you must:

  • Create Column Headers.
  • Match the order of the columns with the table provided below.
  • Match the number of columns with the table provided below.

If columns are added or removed, the import process file will stop and an error message will be shown, resulting in no records processed and an error logged in the import history.

When is a Record Added vs Updated?

If an existing record is found in the key field(s) ([key]) identified below, the Core HR will update that record instead of creating a new record.

Column Header Data Type Max Field Length Required Notes
Employee SSN / Employee ID Text <=20 Yes [key] Must match an existing employee within the system.
Transaction Date Date   Yes Date of Time Off Transaction
Time Off Type Text <=50 Yes Must be a valid Time Off Type.
Transaction Type Text <=50 Yes Must be any valid transaction type such as "taken" , "accrued", etc.
Balance Numeric   Yes Must be a valid numeric value - should reflect the employee's new balance for Time Off as of the Transaction Date.
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